$34MM AUM | $240,000 GDC in Cromwell, CT

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Seller | Merge | Succession
Location
Cromwell, CT, US
Fee 0% Commission 100%
Gross Revenue
$240,000
# of Accounts
160
Avg Client Age
60
Overview

There are two of us currently working from our homes. Left wire houses about 15 years ago( UBS and Morgan Stanley). Financial planning and investment management, 80 % wrap fee based. Would consider a conversion to an RIA , especially who has contact with a "friendly" broker dealer.
Looking for someone to merge with, not considering a roll up.

Extended Profile Information

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